See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $354,001 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $84,872 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,090 | $103,641+90.2% | $107,525+83.3% | $102,872+91.6% |
| Participation rate | 97.8% | 79.4%+18.4pp | 75.1%+22.7pp | 73.0%+24.8pp |
| Annual return | 15.90% | 13.08%+2.8pp | 181.32%-165.4pp | 19.06%-3.2pp |
| Employer contribution / active EE | $9,994 | $5,096+96.1% | $3,754+166.3% | $3,526+183.4% |
| Participant deferral / active EE | $13,206 | $3,789+248.5% | $5,116+158.1% | $5,535+138.6% |
| Admin fee / account holder | $234 | $276-15.4% | $8,919-97.4% | $292-20.0% |